Commit Graph

820 Commits

Author SHA1 Message Date
Sojan
59e0499616 Bump version to 4.1.0 2025-04-16 23:10:13 -07:00
Sojan Jose
de8fdb1377 chore: Move Instagram channel feature to GA (#11323)
- Move instagram channel from  `internal` to  general availability
2025-04-17 11:23:45 +05:30
Sojan Jose
49715ebf2b chore: deprecate report_v4 feature flag and remove gating logic (#11320)
- deprecated report_v4 feature flag
- remove the gating logic so new reports is available by default
- make search_with_gin an internal feature flag
2025-04-17 08:52:56 +05:30
Muhsin Keloth
0b156f6d4e fix: Handle Instagram text and attachments as separate messages (#11315)
When we send text with attachments on Instagram, Instagram treats text
and attachments as separate messages. However, Chatwoot keeps them as a
single message. Since Instagram sends echo events for each message, this
can create duplicate messages in Chatwoot. To prevent this, we will send
text and attachments as separate messages.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 20:46:47 +05:30
Sojan Jose
630826baed feat: Implement UI for Agent Bots in settings and remove CSML support (#11276)
- Add agent bots management UI in settings with avatar upload
- Enable agent bot configuration for all inbox types
- Implement proper CRUD operations with webhook URL support
- Fix agent bots menu item visibility in settings sidebar
- Remove all CSML-related code and features
- Add migration to convert existing CSML bots to webhook bots
- Simplify agent bot model and services to focus on webhook bots
- Improve UI to differentiate between system bots and account bots

## Video 





https://github.com/user-attachments/assets/3f4edbb7-b758-468c-8dd6-a9537b983f7d

---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-04-16 18:02:49 +05:30
Sojan Jose
1a78a9243f chore: Clean up report & knowledge base policies (#11234)
- Removes the portal_members table and all associated records
- Updates policies to use custom roles with knowledge_base_manage
permission
- Updates controllers, models, and views to work without portal
membership
- Adds tests for the new permission model
2025-04-03 16:00:32 -07:00
Muhsin Keloth
246deab684 feat: Instagram reauthorization (#11221)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 14:30:48 +05:30
Muhsin Keloth
7a24672b66 feat: Added the ability to create Instagram channel (#11182)
This PR is part of https://github.com/chatwoot/chatwoot/pull/11054 to
make the review cycle easier.
2025-04-03 13:57:14 +05:30
Pranjal Kushwaha
0dc2af3c78 feat: Ability to delete account for administrators (#1874)
## Description

Add account delete option in the user account settings.

Fixes #1555 

## Type of change

- [ ] New feature (non-breaking change which adds functionality)


![image](https://user-images.githubusercontent.com/40784971/110349673-edcc5200-8058-11eb-8ded-a31d15aa0759.png)

![image](https://user-images.githubusercontent.com/40784971/110349778-0c324d80-8059-11eb-9291-abfbffedde5e.png)


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my own code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Sojan Jose <sojan.official@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-04-03 10:41:39 +05:30
Sivin Varghese
c35edc9c49 chore(i18n): Improvements in automation and macros (#11231)
# Pull Request Template

## Description

This PR includes,
1. **Sort Accounts List** – Orders the accounts list alphabetically for
better organization.
2. **Add Missing Translations in Automation** – Includes missing
translations for actions, events, and conditions dropdown.
3. **Fix Missing Translation in Macros** – Adds missing translations in
the macros action select dropdown.
4. Translate "Automation System" Username – Ensures the "Automation
System" username is properly translated.

Fixes: https://linear.app/chatwoot/issue/CW-4198/issues-[converso]

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2025-04-02 15:48:42 -07:00
Vishnu Narayanan
0175714d65 feat: add job to remove stale contacts and contact_inboxes (#11186)
- Add a job to remove stale contacts and contact_inboxes across all accounts

Stale anonymous contact is defined as 
- have no identification (email, phone_number, and identifier are NULL)
- have no conversations
- are older than 30 days

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-28 12:18:39 +05:30
Muhsin Keloth
41d6f9a200 chore: Add cache to improve widget performance (#11163)
- Add dynamic importing for routes.
- Added caching for `campaign`, `articles` and `inbox_members` API end
points.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-03-24 16:04:49 -07:00
Sojan
c2946415c8 Bump version to 4.0.4 2025-03-21 18:54:44 -07:00
Chatwoot Bot
3c85b79d2a chore: Update translations (#11141)
- Update translations
2025-03-21 18:50:52 -07:00
Pranav
d355801555 fix: Do not allow sending messages if merged contact has a duplicate session (#11152)
In this PR https://github.com/chatwoot/chatwoot/pull/11139, if there is
an attempt to create a duplication session for the contact in the same
inbox, we will anonymize the old session.

This PR would prevent sending messages to the older sessions. The
support agents will have to create a new conversation to continue
messages with customer.
2025-03-21 18:04:46 -07:00
Chatwoot Bot
41be634db0 chore: Update translations (#11117) 2025-03-20 12:00:36 -07:00
Chatwoot Bot
cc8c05834a chore: Update translations (#11077)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-03-19 16:48:56 -07:00
Pranav
b34c526c51 feat(apps): Shopify Integration (#11101)
This PR adds native integration with Shopify. No more dashboard apps.
The support agents can view the orders, their status and the link to the
order page on the conversation sidebar.

This PR does the following: 
- Create an integration with Shopify (a new app is added in the
integrations tab)
- Option to configure it in SuperAdmin
- OAuth endpoint and the callbacks.
- Frontend component to render the orders. (We might need to cache it in
the future)
---------

Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-19 15:37:55 -07:00
Shivam Mishra
4c26fe5d57 feat: use gin index for message search (#11107)
This PR updates the search implementation to better utilize the GIN
indexes. The option is toggled behind a feature flag for us to test it
internally before making it available publicly
2025-03-19 12:56:23 +05:30
Vishnu Narayanan
1c42957891 perf: enable active record connection pool reaper (#10866)
The pg_stat_activity data showed a lot of idle connections. This affects the total number of database connections available which resulted in production incidents during the weekend.

> reaping_frequency: frequency in seconds to periodically run the Reaper, which attempts to find and recover connections from dead threads, which can occur if a programmer forgets to close a connection at the end of a thread or a thread dies unexpectedly. Regardless of this setting, the Reaper will be invoked before every blocking wait. (Default nil, which means don't schedule the Reaper).

Ref: https://api.rubyonrails.org/v5.1/classes/ActiveRecord/ConnectionAdapters/ConnectionPool.html
2025-03-17 19:27:05 -07:00
Sojan Jose
29158e32fe chore: Logger for non-existent WhatsApp channels (#11064)
- Add a warning logger for cases where we are getting webhook events for
inactive numbers.
- Add config to discard events for inactive numbers so that the meta
will stop sending events

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-03-12 15:50:38 -07:00
Chatwoot Bot
a543cc92df chore: Update translations (#11043)
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-03-07 14:07:28 -08:00
Vishnu Narayanan
ed562832a6 feat: add ui element for secrets in superadmin (#11000)
- add secret type for installation_config in the super admin console
- hide tokens by default on the UI

Before
----
<img width="891" alt="image"
src="https://github.com/user-attachments/assets/1c51b3bb-47f9-49bf-bb0d-75b84d8d2eeb"
/>


After
----
<img width="958" alt="image"
src="https://github.com/user-attachments/assets/b7eca1ff-1cc0-4259-9977-6109eb38ad64"
/>

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-04 16:51:40 +05:30
Sojan Jose
6040e50265 chore: Ability to filter conversations with priority (#10967)
- Ability to filter conversation with priority

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-03-03 16:38:22 +05:30
Chatwoot Bot
488c334b72 chore: Update translations (#11002)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-03-03 14:27:33 +05:30
Pranav
ecfa6bf6a2 feat: Add support for account abuse detection (#11001)
This PR adds service to automate account abuse detection. Currently
based on the signup name and URL, could potentially add more context
such as usage analysis, message metadata etc.
2025-02-28 15:28:19 -08:00
Vishnu Narayanan
616bbced9c feat: allow copilot use without connecting an inbox (#10992)
This PR allows Copilot to be used without connecting the Captain assistant to an inbox. Currently, if Captain is enabled on an account, it takes over conversations and responds directly to users. This PR enables the use of Captain as a Copilot without allowing it to respond to users. Additionally, it allows using a different assistant for Copilot instead of the default Captain assistant.

The selection logic for the Copilot assistant follows this order of preference:

- If the user has selected a specific assistant, it takes first preference for Copilot.
- If the above is not available, the assistant connected to the inbox takes preference.
- If neither of the above is available, the first assistant in the account takes preference.
2025-02-28 15:20:39 -08:00
Muhsin Keloth
ef24eef0b9 feat: move Linear config to installation_config (#10999)
This PR has the following changes

- Add `LINEAR_CLIENT_ID` and `LINEAR_CLIENT_SECRET` to installation
config
- Add Linear config to super_admin/features.yml
- Replace usage of ENV.fetch with GlobalConfigService.load for fetch
Client Id and Secret.
2025-02-28 14:20:27 +05:30
Sojan
100d39d58a Bump version to 4.0.3 2025-02-27 21:03:31 -08:00
Sivin Varghese
6eecd84b22 feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00
Pranav
80c87da8c9 feat: Add new APIs for live reports with team filter (#10994)
This PR is part of the larger #10849 implementation and introduces a new
Live Reports API to provide real-time conversation metrics.

The /live_reports/conversation_metrics endpoint returns account-level or
team-level conversation statistics, including open, pending, unattended,
and unassigned conversation counts.

The /live_reports/grouped_conversation_metrics endpoint accepts a group
parameter, either team_id or assignee_id, and returns open and
unattended conversation counts based on the specified grouping.
2025-02-27 16:11:04 -08:00
Chatwoot Bot
0fbb9b91b2 chore: Update translations (#10990) 2025-02-27 15:46:02 -08:00
Muhsin Keloth
12134f9391 feat: Linear OAuth 2.0 (#10851)
Fixes https://linear.app/chatwoot/issue/CW-3417/oauth-20-authentication
We are planning to publish the Chatwoot app in the Linear [integration
list](https://linear.app/docs/integration-directory). While we currently
use token-based authentication, Linear recommends OAuth2 authentication.
This PR implements OAuth2 support.

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-02-27 18:15:53 +05:30
Sojan Jose
43a4aa2366 feat: Ability to delete platform app from super admin (#10966)
- Add the ability to delete platform app from super admin.
2025-02-24 16:56:56 -08:00
Anderson
1afd54db37 fix: transcription email locales for pt_BR (#10952)
## Description

[fix bug when send tranascription by mail
pt_BR](d6c2e5eaad)

when we send a trascription by email has a bug that don't send e-mail
comparing en.yml x pt_BR.yml I see a diference in end fix a bug removing
+ after <reply

Fixes

## Type of change

Please delete options that are not relevant.

- [ x ] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have made corresponding changes to the documentation
- [x] New and existing unit tests pass locally with my changes
2025-02-24 15:03:42 +05:30
Sojan
83967735d3 Bump version to 4.0.2 2025-02-21 17:04:11 -08:00
Sojan Jose
19cfd4be4c chore: Clean up the feature presentation in super admin (#10949)
- improve styling of the feature toggle displayed in super admin

<img width="1540" alt="Screenshot 2025-02-21 at 4 47 58 PM"
src="https://github.com/user-attachments/assets/c111ff0d-c2ce-4609-832b-0ea631c97471"
/>

<img width="1451" alt="Screenshot 2025-02-21 at 4 48 11 PM"
src="https://github.com/user-attachments/assets/fe5df4ae-984b-4f9d-baba-9555935fbd55"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-21 17:01:36 -08:00
Shivam Mishra
161024db9d feat: Add visibility checks for installation types (#10773)
This pull request includes multiple changes to the sidebar and route
metas to configure visibility of features on the dashboard.

Here's a summary of the changes

1. Added `installationTypes`, field to routes `meta`, this works along
side `permissions` and `featureFlags`
This allows us to decide weather a particular feature is accessible on a
particular type. For instance, the Billing pages should only be
available on Cloud
2. Updated `usePolicy` and `policy.vue` to use the new
`installationTypes` config
3. Updated Sidebar related components to remove `showOnlyOnCloud` to use
the new policy updates.

Testing the PR

Here's the matrix of cases:
https://docs.google.com/spreadsheets/d/15AAJntJZoyudaby77BOnRcC4435FGuT7PXbUXoTyU50/edit?usp=sharing

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-21 14:48:31 -08:00
Sojan Jose
3b141fca28 chore: Add internal feature flags for Chatwoot Cloud (#10902)
This PR introduces internal feature flags for testing purposes. These
flags will not be displayed on regular instances to prevent customer
confusion.

Additionally, a new feature flag, `contact_chatwoot_support_team`, has
been added for Chatwoot Cloud. This flag disables contact support for
third-party onboarded accounts, as support will be handled by the
original affiliate team.

Co-authored-by: Pranav <pranav@chatwoot.com>
2025-02-15 16:21:46 -08:00
Chatwoot Bot
4397ee7d3b chore: Update translations, add pnpm sync:i18n command (#10893)
Added a command to sync files in the locale/*/ folder. Run `pnpm
sync:i18n` would copy index.js in `dashboard/locale/en` to every other
folder `dashboard/locale/*/`

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-12 17:43:46 -08:00
Pranav
3af7c3b2e7 fix: Move auto resolution message text content to i18n file (#10881)
Move the text content to i18n file.
2025-02-12 16:51:35 -08:00
Chatwoot Bot
4a088e0663 chore: Update translations from Crowdin (#10686)
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-02-12 12:34:34 +05:30
Pranav
cb42be8e65 feat(v4): Update the report pages to show aggregate values (#10766)
This PR updates the report pages for agents, inboxes, and teams by
replacing charts with aggregate values (under a feature flag). Users can
click on any item to view more details if needed. Most users seem to
prefer aggregate values, so this change will likely stay.

The PR also includes a few fixes:

- The summary reports now use the same logic for both the front-end and
CSV exports.
- Fixed an issue where a single quote was being added to values with
hyphens in CSV files. Now, ‘n/a’ is used when no value is available.
- Fixed a bug where the average value was calculated incorrectly when
multiple accounts were present.

These changes should make reports easier to use and more consistent.

### Agents:

<img width="1438" alt="Screenshot 2025-01-26 at 10 47 18 AM"
src="https://github.com/user-attachments/assets/bf2fcebc-6207-4701-9703-5c2110b7b8a0"
/>

### Inboxes
<img width="1438" alt="Screenshot 2025-01-26 at 10 47 10 AM"
src="https://github.com/user-attachments/assets/b83e1cf2-fd14-4e8e-8dcd-9033404a9f22"
/>


### Teams: 
<img width="1436" alt="Screenshot 2025-01-26 at 10 47 01 AM"
src="https://github.com/user-attachments/assets/96b1ce07-f557-42ca-8143-546a111d6458"
/>

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-01-28 09:19:18 +05:30
Sojan Jose
be8205657e fix: Added authentication to FireCrawl API, remove unused RobinAI references (#10737)
- Fixed Firecrawl webhook payloads to ensure proper data handling and
delivery.
- Removed unused Robin AI code to improve codebase cleanliness and
maintainability.
- Implement authentication for the Firecrawl endpoint to improve
security. A key is generated to secure the webhook URLs from FireCrawl.

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-22 18:14:25 -08:00
Shivam Mishra
3b366f43e6 feat: setup captain limits (#10713)
This pull request introduces several changes to implement and manage
usage limits for the Captain AI service. The key changes include adding
configuration for plan limits, updating error messages, modifying
controllers and models to handle usage limits, and updating tests to
ensure the new functionality works correctly.

## Implementation Checklist

- [x] Ability to configure captain limits per check
- [x] Update response for `usage_limits` to include captain limits
- [x] Methods to increment or reset captain responses limits in the
`limits` column for the `Account` model
- [x] Check documents limit using a count query
- [x] Ensure Captain hand-off if a limit is reached
- [x] Ensure limits are enforced for Copilot Chat
- [x] Ensure limits are reset when stripe webhook comes in 
- [x] Increment usage for FAQ generation and Contact notes
- [x] Ensure documents limit is enforced

These changes ensure that the Captain AI service operates within the defined usage limits for different subscription plans, providing appropriate error messages and handling when limits are exceeded.
2025-01-23 01:23:18 +05:30
Shivam Mishra
451c28a7a1 feat: add prompt suggestions and June events (#10726)
This PR adds the following two features

1. Prompt suggestions to get started with Copilot Chat
2. June events for each action

![CleanShot 2025-01-20 at 21 00
52@2x](https://github.com/user-attachments/assets/d73e7982-0f78-4d85-873e-da2c16762688)

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-01-21 22:52:42 +05:30
Sojan
9dc493c7d4 Bump version to 4.0.1 2025-01-17 01:11:35 +05:30
Pranav
c0ad0b4cc1 fix: Re-enable scheduled jobs (#10708)
During Captain, scheduled jobs were disabled. This PR would re-enable them
2025-01-16 10:59:09 -08:00
Sojan
789f281273 Bump version to 4.0.0 2025-01-16 17:10:55 +05:30
Pranav
d070743383 feat(ee): Add Captain features (#10665)
Migration Guide: https://chwt.app/v4/migration

This PR imports all the work related to Captain into the EE codebase. Captain represents the AI-based features in Chatwoot and includes the following key components:

- Assistant: An assistant has a persona, the product it would be trained on. At the moment, the data at which it is trained is from websites. Future integrations on Notion documents, PDF etc. This PR enables connecting an assistant to an inbox. The assistant would run the conversation every time before transferring it to an agent.
- Copilot for Agents: When an agent is supporting a customer, we will be able to offer additional help to lookup some data or fetch information from integrations etc via copilot.
- Conversation FAQ generator: When a conversation is resolved, the Captain integration would identify questions which were not in the knowledge base.
- CRM memory: Learns from the conversations and identifies important information about the contact.

---------

Co-authored-by: Vishnu Narayanan <vishnu@chatwoot.com>
Co-authored-by: Sojan <sojan@pepalo.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2025-01-14 16:15:47 -08:00